Bull/Bear Thoughts
Cut through the noise. think like an investor.
If there is one consistent theme in the history of paper (or fiat) currency has been the devaluation of it. And it is relentless:
As the S&P 500 continues to scale new highs—up 14% year-to-date and driven mainly by tech and AI darlings—the age-old bull vs. bear debate is reaching fever pitch. Investors and analysts are increasingly referencing historic valuation yardsticks and comparing today’s environment to both the dot-com bubble of 2000 and classic market excesses. Let’s examine the arguments from each camp, using well-cited market valuation data.